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Ascend Retirement and Investment Services

Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? A member of Ascend Retirement and Investment Services is available to help you work towards making your goals a reality.


Check the background of this firm on FINRA's BrokerCheck.

The financial advisors at Ascend Retirement and Investment Services are registered representatives with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Ascend Federal Credit Union and Ascend Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Ascend Retirement and Investment Services, and may also be employees of Ascend Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Ascend Federal Credit Union or Ascend Retirement and Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any
Other Government Agency

Not Credit Union
Guaranteed

Not Credit Union Deposits
or Obligations

May Lose
Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.